New client offer and Client offer history
New client offer
To create client offer, please select Booking menu (1), and then New client offer (2).
Picture 1.
Once selected, Filter tool will open on the left side (1). This filter allows you to set criteria for your search.
If needed, you can also open the Advanced search (2) allowing you to set additional criteria which will help you narrow down your search even more.
Once you are done setting the criteria, click on the Search button (3) to display results.
Picture 2.
The results will be displayed under the Available yachts section (1) and from there you can sort results by price, cabins, berths or length (2).
To add yacht to the client offer, simply click on Shopping cart button (3).
The yacht will be added to the Client offer section.
For each yacht you will find summarized yacht details (4). By clicking on the Yacht name (5), a new browser window will be open containing all yacht data (photos, technical details, equipment and services).
If you need to make a information instead of a client offer, simply click on the Create INFO button (6). This allows you to skip client offer process and directly open edit mode for the reservation.
Picture 3.
The selected yachts will appear under Client offer section (1). You can arrange yacht order in the offer by clicking on ‘green up arrow’ or ‘green down arrow’ (2).
If you need to remove yacht from the offer simply click on Delete (3) button.
You can use Filter (4) again to set different search criteria and add more yachts to your offer.
To add a client to the offer, click on the Fetch (5) button. A new window will open allowing you to choose desired client (picture 5). After typing the client name in the Search text box (1), click Search (2) button and results will display in the right panel. Select the desired client by clicking on the Fetch (3) button.
In case you need to add new client who is not listed under your Contacts, click on the New contact (4) button. To return to creating client offer without choosing a client, click on the “x” (5) button.
On the client offer (picture 4), you can give a discount from your agency commission (6). Choose the discount type (percentage, total amount or day) and set the amount.
After you are finished, (picture 4), please click on Create client offer button (6) for the next step.
Picture 4.
Picture 5.
Another window will open and inside it you can check the details of your offer.
You can save the offer by clicking on the Save button (1) or discard the client offer by clicking on the Cancel button (1).
To fetch another client, click on the Fetch button (2) and to remove client from the offer, simply click on the Clear button (3).
Create an option from the offer by selecting a reservation and then choosing Make option from the Actions button (4).
Additionally you can Print the offer or send it as an Email (5). If needed, you can delete reservation from the offer by choosing Remove button (6).
Picture 6.
Client offer history
To find client offers, please select Booking menu (1), and then Client offer history (2).
Picture 7.
Once selected, Filter will open on the left side (1).
Use this filter to set criteria and click on the Search (2) button to show results of client offers.
To discard set criteria for the new search, click on the Reset (3) button.
Picture 8.
If you click on any client offer (1), a Preview (2) of this offer will appear on the right side.
The Preview (2) shows you basic details of the selected client offer. The menu bar on the Preview allows you to:
Enter Edit mode and change details of the offer.
Use Actions to make an option or booking from the offer.
Print selected offer or send it as an Email.
The Preview also allows you to see basic offer information (4) and selected yachts (5) with summarized details.
Picture 9.
To make an option or booking directly form the Preview, select the reservation and click on the Make option or Make booking from the Actions button.
Picture 10.
If you click on the reservation (info, option, booking) inside the Preview, a new window will open with entire overview for the selected reservation.
By choosing Edit (1) you are able to change certain information in the reservation. Inside the edit mode it is also possible to use Actions button to make option or booking from the reservation. Additionally, you are able to Print reservation or send it as an Email.
Picture 11.